My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Launching a Freelance Bookkeeping Business: Seeking Expert Advice

As my wife embarks on an exciting new chapter of her career, we find ourselves in the midst of launching her freelance Bookkeeping venture. After dedicating 15-20 years to her career in Accounting and bookkeeping—including roles as a staff accountant and office manager for various firms—she is ready to utilize her extensive knowledge and skills to help clients directly.

Her professional background is impressive, having managed payroll for over 800 employees at a cable company and handled Bookkeeping for a range of industries, including real estate development, construction, and automotive services. This wealth of experience positions her well to provide valuable services.

Currently, she is honing her expertise in QuickBooks and nearing the completion of several related certifications. With her website nearly finished, an engagement letter ready, and her resume polished, she is on the verge of starting her client outreach efforts.

It’s important to note that while she won’t be providing tax services and is not a CPA or EA, she is focused on supporting small to mid-sized businesses and new entrepreneurs as a cost-effective bookkeeping solution. Her skills include cleaning up disorganized financial records, preparing profit and loss statements and balance sheets, and offering actionable advice on cost reduction—all areas in which she excels effortlessly. Additionally, she prioritizes automation to streamline processes for her clients.

Our initial strategy is to connect with local CPA firms, and I’m seeking guidance on the best methods to approach these potential partners. Should we start with emails, make phone calls, or make in-person visits? What strategies can help create a strong first impression?

We are also considering hourly billing rates and are eager to hear suggestions on client acquisition strategies or general insights into building a successful freelance bookkeeping practice.

Thank you for your support and insights as we embark on this entrepreneurial journey!